NewSquare Capital LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 65 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q1 2024$3,782
+15.2%
250.0%0.00%
Q4 2023$3,282
+15.8%
250.0%0.00%
Q3 2023$2,835
-6.5%
250.0%0.00%
Q2 2023$3,031
+7.7%
250.0%0.00%
Q1 2023$2,813250.00%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q4 2023
NameSharesValueWeighting ↓
Newfound Research LLC 23,516$2,914,0006.75%
Strategic Financial Services, Inc. 187,380$23,220,0001.96%
ANDERSON HOAGLAND & CO 51,071$6,329,0000.90%
Fortis Advisors, LLC 6,410$794,0000.56%
Armbruster Capital Management, Inc. 14,925$1,849,0000.55%
Edge Capital Group, LLC 36,066$4,469,0000.37%
Fulcrum Equity Management 2,828$350,0000.14%
Graypoint LLC 5,603$694,0000.11%
Physician Wealth Advisors, Inc. 1,762$223,0000.07%
Chicago Partners Investment Group LLC 4,052$525,0000.04%
View complete list of VANGUARD WELLINGTON FD shareholders